5.6 The Power of Account Consolidation

Many Canadians have savings scattered across accounts. Consolidating them gives you a clearer picture and can reduce fees. 

Bringing your accounts together not only simplifies planning but can also save you time and money in the long run. 

  • Start a transfer directly in your Common Wealth account 
  • Why fewer accounts make progress easier to track 
  • Consolidation can save you tens of thousands in fees over time 
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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